Latest Analyst Briefings & Reports – Page 34
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Analyst ReportBTwatch Report #314 – July 2020
Key stories include: UK gov’s Huawei swap slippage | More BT house moves flagged | Ventures scattered to winds | Comley on IoT’s DyNS importance | UK: build plan but no Gigabit goal
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Analyst ReportTelefónicawatch Report #144 – June-July 2020
Key stories include: Tech crosses paths with ElevenPaths | Google Cloud ties deepened in Spain | US ratchets Huawei pressures in Brazil | Vodafone rejigs Spain FTTP relationship | Ericsson’s UK 5G brief expanded
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Analyst ReportVodafonewatch Report #187 – June 2020
Key stories include: Belgo-Dutch merger mooted again | AI-based NOC overhaul expanded | Tower meld puts suppliers in frame | Vodafone Spain rejigs fibre platform | IoT.nxt plays for in-Group growth
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Analyst ReportDeutsche Telekomwatch Report #94 – June 2020
Key stories include: DT seeks to stand out, post-COVID | New blockchain spin-off emerges | German tower roll out rethought | Merkel’s plan gets DT thumbs-up | B2B switcheroo set for October
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Analyst ReportVodafonewatch Report #186 – May-June 2020
Key stories include: Read sticks to Plan A despite COVID | New Chairman offers refreshment | Czech kick-off for SD-WAN play | Hyper scalers enter Indian fray | Joosub keen to up fibre intake
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Analyst ReportTelefónicawatch Report #143 – May 2020
Key stories include: Leadership managing COVID-19 hit | Group picks JV option for UK FMC | Telcos tee up for US ‘Open’ drive | Vivo to stay course on overhaul | Mockers put on upstart Drillisch
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Analyst ReportDeutsche Telekomwatch Report #93 – May 2020
Key stories include: SKT tie-up gets CV19 makeover | Telcos eye HK small cell model | DT ups German 5G game | T-Sys doubles down on digital | TMUS to reset spend plans
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Analyst ReportBTwatch Report #312 – May 2020
Key stories include: BT to invest its way through crisis says Jansen | BT enters new vSphere with VMware | BT prepping 5G satellite integration | Report shows battles ahead on BT gov’t contracts | Full-fibre report card shows some UK progress
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Analyst ReportTelefónicawatch Report #142 – April 2020
Key stories include: Fibre JV stake sale planned for Chile | Blanco’s empire to permeate new Telefónica | Telefónica enters the edge zone with Microsoft | Telefónica keeps Spain flying high in FTTP rankings | O2 UK heads 5PRING 5G accelerators
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Analyst ReportVodafonewatch Report #185 – April 2020
Key stories include: Italian tower blueprint in place | Automotive unit hits the skids | Group flexes on 5G campuses | COVID disrupts network outlook | HRV rebellion simmers in UK
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Analyst ReportBTwatch Report #311 – April 2020
Key stories include: BT makes stand against coronavirus | Ericsson wins future core; Huawei lingers in early ESN | Enterprise leverages fibre for Leeds connectivity deal | Cisco safe bet for Enterprise SD-WAN | SOGEA launch dampened by virus outbreak
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Analyst ReportDeutsche Telekomwatch Report #92 – March-April 2020
Key stories include: DT bigs up globalist credentials | COVID-19 response/strategy roundup | Wössner signs off from pressured TDE | TowerCo reorg reaches Austria | New T-Mobile becomes reality
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Analyst ReportTelefónicawatch Report #141 – March 2020
Key stories include: Transformation: ahead of schedule but hitting a bump | Microsoft and Telefónica deepen cloud alliance | Telefónica to trial 5G open RAN | Juniper and NEC to extend Fusión to Chile | Telefónica UK taps Mavenir again
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Analyst ReportVodafonewatch Report #184 – March 2020
Key stories include: OpCos adjust to virus lockdown | INWIT merger gets an EC pass | NETSCOUT on disaggregation | Drone go-to-market prepped | Vodacom eyes fresh B2B M&A
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Analyst ReportBTwatch Report #310 – February-March 2020
Key stories include: Fibre rivals mull team picks | Rural-sharing talks heat up | BT TV resets for flexibility | BT, Cisco plot joint SME push | Openreach ups rural targets
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Analyst ReportVodafonewatch Report #183 – February 2020
Key stories include: Düsseldorf to form TowerCo HQ | Group plans SoHo excursion | DT eyes Partner Markets challenge | Read concerned by HRV rationing | Court revives Australian merger
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Analyst ReportTelefónicawatch Report #140 – January - February 2020
Key stories include: Telefónica hits ground running with restructuring plans | Telefónica considers SD-WAN challenger flexiWAN | Alonso sets out his stall as Digital Consumer Officer | Telefónica steps back from Colombia auction | O2 Germany heralds start of 5G era, rules in Huawei
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Analyst ReportDeutsche Telekomwatch Report #91 – February 2020
Key stories include: BuyIn friending push gains success | Nokia given post-Huawei gee-up | Major retail reorg agreed | Czech, Slovak cores melded | Sprint deal into final furlong
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Analyst ReportVodafonewatch Report #182 – January 2020
Key stories include: Egypt next for Group rollback | Ventures arm back with AST deal | Shared Services becomes _VOIS | Glasfaser deal gets an update | VHA tunes into Nokia 5G radio
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Analyst ReportBTwatch Report #309 – January 2020
Key stories include: BT carries burden as Huawei HRV fudge reached | TEAC UK: focus on private 5G, edge compute | ADVA profile: taking on the heavyweights | ESN ecosystem evolves | Openreach briefing: Selley keeps eyes on the prize























